Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
TFA
4801
Triad Financial Advisors
North Carolina
$187M +$18.5M +11% 121
TCOK
4802
Trust Company of Kansas
Kansas
$187M -$2.08M -1% 74
PCM
4803
Passive Capital Management
Maryland
$187M +$10.1M +6% 50
AA
4804
Argent Advisors
Louisiana
$187M +$1.11M +0.6% 152
HZ
4805
Hixon Zuercher
Ohio
$186M -$12.9M -6% 64
BHCM
4806
Boulder Hill Capital Management
New York
$186M +$83M +80% 272
MMHP
4807
Murphy Middleton Hinkle & Parker
Georgia
$186M -$1.45M -0.8% 149
EP
4808
Elkhorn Partners
Nebraska
$186M +$8.48M +5% 43
GF
4809
Gates Foundation
Washington
$186M -$144M -44% 11
ACM
4810
AUA Capital Management
Pennsylvania
$186M +$15.5M +9% 384
OWIM
4811
Old West Investment Management
California
$186M +$17.7M +11% 53
EP
4812
EPIQ Partners
Minnesota
$186M -$1.63M -0.9% 93
JAWM
4813
J. Arnold Wealth Management
Ohio
$186M -$37M -17% 61
MAM
4814
Mystic Asset Management
Rhode Island
$186M -$25.7M -12% 440
TVWM
4815
Tower View Wealth Management
Wisconsin
$186M -$10.4M -5% 200
LIM
4816
Lagoda Investment Management
New York
$186M -$25.3M -12% 40
NV
4817
Northpond Ventures
Maryland
$186M -$100M -35% 5
BWA
4818
Bordeaux Wealth Advisors
California
$185M -$31.7M -15% 102
MAP
4819
Milestone Advisory Partners
North Carolina
$185M -$12.7M -6% 104
AFM
4820
Andesa Financial Management
Pennsylvania
$185M -$18.1M -9% 164
FRGX
4821
First Reserve GP XIII
Connecticut
$185M +$71.7M +63% 2
PCM
4822
Perritt Capital Management
Illinois
$185M -$7.93M -4% 209
NG
4823
NWK Group
California
$185M -$86.3M -32% 96
SV
4824
Sturgeon Ventures
United Kingdom
$185M -$31.5M -15% 43
CCP
4825
Clifford Capital Partners
Utah
$185M +$51.4M +38% 45